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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,162 | $157,304-56.0% | $141,197-51.0% | $152,909-54.8% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.5%+12.0pp |
| Annual return | 18.53% | 64.34%-45.8pp | 71.41%-52.9pp | 345.46%-326.9pp |
| Employer contribution / active EE | $11,962 | $5,263+127.3% | $4,736+152.6% | $4,764+151.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,385 | $12,126-72.1% | $10,265-67.0% | $11,601-70.8% |